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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,064 | $176,120-47.2% | $159,487-41.6% | $167,553-44.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.95% | 331.95%-314.0pp | 263.71%-245.8pp | 478.89%-460.9pp |
| Employer contribution / active EE | $5,688 | $5,299+7.3% | $4,831+17.7% | $4,840+17.5% |
| Participant deferral / active EE | $10,868 | $7,752+40.2% | $7,354+47.8% | $6,343+71.4% |
| Admin fee / account holder | $16 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |